Jupiter Asset Management’s Southern Company SO Stock Holding History

Jupiter Asset Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,437	Closed	-$710K	–	561
2022 Q3	$710K	Sell	10,437 -593	-5%	-$44.9K	0.01%	412
2022 Q2	$787K	Buy	+11,030	New	+$810K	0.01%	457
2021 Q3	–	Sell	-93,481	Closed	-$5.66M	–	640
2021 Q2	$5.66M	Buy	93,481 +6,835	+8%	+$437K	0.06%	282
2021 Q1	$5.39M	Buy	+86,646	New	+$5.19M	0.05%	312

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Asset Management's SO Position: Q4 2022 in Review

Jupiter Asset Management sold out of Southern Company (SO) in Q4 2022, closing a stake of 10,437 shares — an estimated $710K sold.

Jupiter Asset Management first reported a position in SO in Q1 2021 and held it in 4 quarters. The position peaked at $5.66M in Q2 2021. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

Jupiter Asset Management reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
Jupiter Asset Management sold 10,437 Southern Company shares in Q4 2022, an estimated $710K.
Jupiter Asset Management first reported a position in Southern Company in Q1 2021 and held it in 4 quarters.
Jupiter Asset Management's Southern Company position peaked at $5.66M in Q2 2021.
1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Jupiter Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.